The Diamond Podcast for Financial Advisors
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry l
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Recent Episodes
Back to Basics on Leadership, Business Management and Succession
Ben Harrison from BNY Mellon’s Pershing discusses the role a custodian plays in the lifecycle of an independent business, taking over for retiring...
Back to Basics on Leadership, Business Management and Succession
A conversation with Ben Harrison, Managing Director for Advisor Solutions, BNY Mellon | Pershing. Over the last few episodes, independent advisors have...
The Most Misunderstood Broker Dealer in the Independent Space
Bill Williams of Ameriprise Franchise Group discusses how dramatic shifts in recruiting practices, plus improvements in infrastructure, support, technology...
The Most Misunderstood Broker Dealer in the Independent Space
A conversation with Bill Williams, Executive Vice President, Ameriprise Franchise Group. Independent broker dealers are often a go-to landing spot for...
How this Wells Fargo Breakaway is Thriving During the COVID-19 Crisis
Joe Eschleman, president of Towerpoint Wealth, tells Louis Diamond how leaving Wells Fargo – with the help of Dynasty Financial Partners – to launch...
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